Financial Perspectives’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Hold |
1,353
| – | – | 0.15% | 89 |
|
|
2025
Q1 | $474K | Hold |
1,353
| – | – | 0.16% | 83 |
|
|
2024
Q4 | $428K | Buy |
1,353
+138
| +11% | +$43.6K | 0.14% | 90 |
|
|
2024
Q3 | $334K | Hold |
1,215
| – | – | 0.12% | 104 |
|
|
2024
Q2 | $319K | Hold |
1,215
| – | – | 0.12% | 105 |
|
|
2024
Q1 | $339K | Sell |
1,215
-32
| -3% | -$8.93K | 0.13% | 95 |
|
|
2023
Q4 | $325K | Buy |
1,247
+4
| +0.3% | +$1.04K | 0.13% | 97 |
|
|
2023
Q3 | $286K | Hold |
1,243
| – | – | 0.13% | 92 |
|
|
2023
Q2 | $295K | Hold |
1,243
| – | – | 0.13% | 96 |
|
|
2023
Q1 | $280K | Hold |
1,243
| – | – | 0.13% | 96 |
|
|
2022
Q4 | $258K | Sell |
1,243
-468
| -27% | -$97.2K | 0.13% | 101 |
|
|
2022
Q3 | $304K | Hold |
1,711
| – | – | 0.17% | 85 |
|
|
2022
Q2 | $337K | Hold |
1,711
| – | – | 0.19% | 74 |
|
|
2022
Q1 | $379K | Buy |
1,711
+226
| +15% | +$50.1K | 0.18% | 81 |
|
|
2021
Q4 | $322K | Hold |
1,485
| – | – | 0.15% | 88 |
|
|
2021
Q3 | $331K | Sell |
1,485
-27
| -2% | -$6.01K | 0.17% | 86 |
|
|
2021
Q2 | $354K | Sell |
1,512
-318,634
| -100% | -$74.5M | 0.17% | 89 |
|
|
2021
Q1 | $1.51M | Buy |
320,146
+318,758
| +22,965% | +$1.51M | 0.08% | 166 |
|
|
2020
Q4 | $304K | Buy |
1,388
+573
| +70% | +$125K | 0.17% | 85 |
|
|
2020
Q3 | $163K | Buy |
815
+367
| +82% | +$73.4K | 0.11% | 110 |
|
|
2020
Q2 | $86.5K | Hold |
448
| – | – | 0.06% | 149 |
|
|
2020
Q1 | $72.2K | Hold |
448
| – | – | 0.06% | 142 |
|
|
2019
Q4 | $84.2K | Buy |
+448
| New | +$84.2K | 0.06% | 136 |
|